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+12.48%
This Month
+7.2%
Year To Date
+78.27%
2 Years
+72.06%
5 Years
+174.23%
10 Years
+14.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology28.45%
- 🖥️ Technology Services19.67%
- 📊 ETFs16.63%
- 💇♀️ Consumer Services9.37%
- 🪙 Cryptocurrencies6.45%
- 🍞 Consumer Non Durables5.95%
- 💰 Finance5.71%
- 🧩 Miscellaneous3.94%
- 🛍️ Retail Trade2.72%
- 💵 Cash1.72%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq62.48%
- 🇺🇸 NYSE29.95%
- 🌍 Digital Currency6.45%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.86%
Dividends
Dividend Yield
0.35%
11 out of 21 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $MCD (2.36%)
Performance Metrics
Score 5.5/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
2.12
2.12
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.84
0.84
0
1
2
3
3
Jensen's Alpha
2.12
2.12
-2
0
2
4.5
4.5
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.93
High:
AMD
103.96AMDLow:
DIS
15.66DISDetails
PEG Ratio
116.64
High:
V
552.81VLow:DIS
13.01DISDetails
Price/Book
9.45
High:
MA
60.24MALow:
MCD
-121.85MCDDetails
Price/Sales
8.39
High:V
14.66VLow:DIS
1.99DISDetails
Price/CF
24.22
High:AMD
45.99AMDLow:DIS
13.03DISDetails
Price/FCF
53.89
High:
AMZN
325.85AMZNLow:
COKE
24.17COKEDetails
P/E Ratio
32.93
High:AMD
103.96AMDLow:DIS
15.66DISDetails
PEG Ratio
116.64
High:V
552.81VLow:DIS
13.01DISDetails
Price/Book
9.45
High:MA
60.24MALow:MCD
-121.85MCDDetails
Price/Sales
8.39
High:V
14.66VLow:DIS
1.99DISDetails
Price/CF
24.22
High:AMD
45.99AMDLow:DIS
13.03DISDetails
Price/FCF
53.89
High:AMZN
325.85AMZNLow:COKE
24.17COKEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.26% | Nov 2021 | Jul 2024 | 32 |
-18.34% | Nov 2018 | Dec 2019 | 13 |
-13.13% | Feb 2020 | Apr 2020 | 2 |
-9.32% | Nov 2025 | Apr 2026 | 5 |
-8.92% | Jul 2021 | Oct 2021 | 3 |
-7.05% | Feb 2025 | May 2025 | 3 |
-6.56% | Sep 2020 | Dec 2020 | 3 |
-3.44% | May 2021 | Jun 2021 | 1 |
-2.21% | Jan 2021 | Feb 2021 | 1 |
-1.91% | Dec 2024 | Jan 2025 | 1 |
-0.47% | Oct 2024 | Nov 2024 | 1 |